How many investments has Oaktree made?

Oaktree has 29 tracked investments, 2 of which have exited, including 6 dated in the last 24 months.

What sectors does Oaktree focus on?

Oaktree focuses on Sector Agnostic.

Where is Oaktree located?

Oaktree is headquartered in Los Angeles, US.

Oaktree

Private equityoperating company · company profile

Los Angeles · 50 people tracked

Also known as Oaktree Capital Management, L.P. · Oaktree Fund Advisors, Llc

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Investment thesis

As a leader and pioneer in alternative investments, Oaktree provides a broad range of products across the capital structure. Its credit strategies invest in both liquid and illiquid instruments sourced directly from borrowers and via public markets. Its equity strategies span multiple regions and sectors across traditional private equity, special situations, and listed equities. The real estate platform leverages Oaktree's global footprint, multi-disciplinary capabilities, industry expert network, and relationships with operating partners. Now part of Brookfield's credit platform, Oaktree's stated mission is to deliver superior investment results with the highest integrity.

Invests inSector AgnosticAsia-Pacific Europe Global Los Angeles Middle East & North Africa North America

Source: firm website, verified Sep 29, 2026.

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Los Angeles, CA, US

Instruments

Equity · Debt

Founded

1995

Last 12 months

5 investments

AUM

$183.3B

Tracked investments

Unicorns

IPOs

Team · 50 people

from the firm's website & curated & public directories

Bruce Karsh· Co-Chair, Chief Investment Officer and Co-Founder

Karsh co-founded Oaktree, where he serves as Co-Chair and Chief Investment Officer and manages the firm's Global Opportunities and Global Credit strategies. Before Oaktree, he was a managing director at TCW Asset Management Company and portfolio manager of the Special Credits Funds, and earlier worked at SunAmerica, practiced law at O'Melveny & Myers, and clerked for Judge Anthony M. Kennedy. He holds an A.B. in economics from Duke University and a J.D. from the University of Virginia School of Law.

Howard Marks· Co-Chair and Co-Founder· New York City Metropolitan Areain

Howard Marks co-founded Oaktree in 1995, where he helps uphold the firm's investment philosophy, works with clients on products and strategies, and contributes to decisions on investments and corporate direction. From 1985 to 1995 he led distressed debt, high yield bond, and convertible securities groups at The TCW Group, and previously spent 16 years at Citicorp Investment Management in roles including portfolio manager and Director of Research. He holds a B.S. in economics from the Wharton School and an MBA from the University of Chicago's Booth School of Business, and is a CFA charterholder.

Thomas Vo· Co-chairman & co-founder· Boston, Massachusetts, United Statesin

Armen Panossian· Co-Chief Executive Officer· United Statesin

Armen Panossian is Co-Chief Executive Officer of Brookfield's Credit Group and Head of Performing Credit, overseeing Oaktree's liquid and private credit strategies and serving as a portfolio manager within the global private debt and global credit strategies. He joined Oaktree in 2007, having previously worked on the distressed debt strategy at Pequot Capital Management. He holds an MBA from Harvard Business School, a JD from Harvard Law School, an MS from Stanford Medical School, and a BA from Stanford University.

John Frank· Vice Chairman· Los Angeles, California, United Statesin

John Frank is Vice Chairman of Oaktree, which he joined in 2001 as General Counsel before becoming Managing Principal in 2006, a role he held for about nine years as the firm's principal executive officer. Before Oaktree, he was a partner at the Los Angeles law firm Munger, Tolles & Olson, handling M&A transactions and advising corporate boards, and earlier clerked for Judge Frank M. Coffin of the U.S. Court of Appeals for the First Circuit. He holds a B.A. in history from Wesleyan University and a J.D. from the University of Michigan Law School.

Robert O’Leary· Co-Chief Executive Officerin

Jeff Walker· Managing Director· Natick, Massachusetts, United Statesin

Sheldon Stone· Principal and Co-Portfolio Manager· Charlottesville, Virginia, United Statesin

Sheldon Stone is a founding Principal of Oaktree and created the firm's High Yield Bond area, where he co-manages its U.S. High Yield Bond and Global High Yield Bond strategies. He previously established and ran TCW's High Yield Bond department with Howard Marks starting in 1985, worked with Marks at Citibank, and served as a director of corporate finance at The Prudential Insurance Company from 1978 to 1983. He holds a B.A. from Bowdoin College and an M.B.A. in accounting and finance from Columbia University.

Bruce Flatt· Brookfield Director

Bruce Flatt is Chief Executive Officer of Brookfield Corporation and Brookfield Asset Management Ltd. He joined Brookfield in 1990 and became CEO in 2002, and has served as a director since October 2019. He previously ran Brookfield's real estate and investment operations and has held numerous public company board roles.

Craig Noble· Executive Chair· North Americain

Craig Noble is Executive Chair of Brookfield's Credit Group, where he oversees strategy across the firm's credit strategies and partnerships with affiliated managers, and sits on Brookfield's Executive Committee. He joined Brookfield in 2004 and has held senior roles including CEO of the Credit and Alternative Investment businesses, as well as CIO and CEO of the firm's public securities business, with earlier investment roles in credit and infrastructure. He holds an MBA from York University and a Bachelor of Commerce from Mount Allison University, and is a CFA charterholder.

Depelsha McGruder· Outside Director; Member of the Audit Committee

Depelsha McGruder has served as an outside director at Oaktree since February 2021 and is a member of the Audit Committee. She is chief operating officer and treasurer of the Ford Foundation, overseeing functions including finance, IT, international operations, and grants management across offices in multiple regions. She previously was COO of New York Public Radio and spent 17 years in leadership roles at Viacom's MTV and BET Networks, and began her career as a broadcast journalist and later a strategy consultant at Accenture. She holds a B.A. from Howard University and an M.B.A. from Harvard Business School.

Jay Ghiya· Chief Operating Officer· Los Angeles, California, United Statesin

Jay Ghiya is Chief Operating Officer at Oaktree, overseeing the firm's day-to-day management; before this role he was responsible for the firm's Data, Technology, Investment Operations, Risk and Reporting, and Tax functions. He joined Oaktree in 2008 from Munger, Tolles & Olson LLP, where he worked as a transactional attorney focused on joint ventures, investment funds, M&A, and financing transactions. He holds a BA from the University of California, Riverside and a JD from the University of Southern California Law School.

Justin Beber· Brookfield Director

Justin Beber is Chief Operating Officer of Brookfield Corporation, where he oversees corporate operations including strategy, human resources, risk management, technology, legal, compliance, and internal audit, and sits on Brookfield's Executive Committee. He joined Brookfield in 2007, having previously been a partner at a Toronto law firm focused on corporate finance, M&A, and private equity. He holds a combined MBA and LL.B from York University's Schulich School of Business and Osgoode Hall Law School, along with a Bachelor of Economics from McGill University, and has served as an Oaktree director since 2019.

Karly Lancaric· Chief Financial Officer

Mansco Perry· Outside Director, Member of the Audit Committeein

Mansco Perry has been a director at Oaktree since February 2023 and serves on the Audit Committee. He was Executive Director and Chief Investment Officer of the Minnesota State Board of Investment from 2013 until retiring in 2022, and previously held CIO roles at Macalester College and the Maryland State Retirement and Pension System. He holds a B.A. from Carleton College, an M.B.A. from the University of Chicago, and a J.D. from the William Mitchell School of Law.

Marna Whittington· Outside Director; Member of the Audit Committeein

Marna Whittington, Ph.D., has served as an outside director of Oaktree since June 2012 and sits on its Audit Committee. She previously was CEO of Allianz Global Investors Capital until retiring in 2012, COO of Allianz Global Investors, and earlier COO of Morgan Stanley Investment Management, having entered the investment management industry in 1992 at Miller Anderson & Sherrerd. Her earlier career included roles as CFO of the University of Pennsylvania and Secretary of Finance for the State of Delaware, and she holds an M.S. and Ph.D. in quantitative methods from the University of Pittsburgh and a B.A. in mathematics from the University of Delaware.

Steven Gilbert· Outside Director; Member of the Audit Committee

Steven Gilbert has served as an outside director since October 2016 and sits on the Audit Committee. He founded and chairs Gilbert Global Equity Partners, an institutional investment firm started in 1997, and previously founded Soros Capital, Commonwealth Capital Partners, and Chemical Venture Partners. He is Vice Chairman of the Executive Board of MidOcean Equity Partners and holds a J.D. from Harvard Law School, an M.B.A. from Harvard Business School, and a B.S. in economics from the Wharton School of the University of Pennsylvania.

Allison Keller· Director

Ambrose Fisher· Director

Andrew Loeb· Directorin

Ashley Pak· Executive Officer· Los Angeles, California, United Statesin

Christina Lee· Executive Officerin

Christopher McKown· Executive Officerin

Dan Levin· Executive Officer

David M. Kirchheimer· Executive Officerin

David M. Kirschheimer· Executive Officer

Edgar Lee· Directorin

Frank Carroll· Directorin

Jay Ferguson· Director

Jay S. Wintrob· Executive Officerin

Kevin Clayton· Executive Officerin

Kimberly Larin· Executive Officer· New York, New York, United Statesin

Lawrence Keele· Executive Officer

Leon Rhule· Director· Cayman Islandsin

Martin Boskovich· Directorin

Mathew Pendo· Executive Officerin

Matias Stitch· Executive Officerin

Matthew Pendo· Executive Officer

Matthew Stewart· Executive Officerin

Mel Carlisle· Executive Officer· Los Angeles, California, United Statesin

Peter Chang· Executive Officerin

Raj Makam· Executive Officerin

Robert Sullivan· Executive Officerin

Stephen A. Kaplan· Executive Officer

Steve Mosko· Director

Timothy Jenson· Director

Todd Liker· Directorin

Todd Moltz· Executive Officerin

Todd Molz· Executive Officer

William Casperson· Executive Officerin

Founder mafia

The Oaktree mafia →

6 people who came through Oaktree went on to found or lead other companies.

Brandon LevitanSummer AnalystFounded Walaris Armen PanossianCo-Chief Executive OfficerFounded Oaktree Capital Howard MarksCo-Chair and Co-FounderFounded Oaktree Capital Anindya DuttaVice President, Real Estate OpportunitiesFounded Stanza Living Michael de la TorreAssociateFounded Redica Systems Kimberley HoInvestment ProfessionalFounded Ever Eden

What they invest in

from 24 of 29 portfolio companies

Consumer ×6Enterprise Software ×6Fintech ×5SaaS ×5AI & Machine Learning ×3Climate Tech ×3Direct to Consumer ×3Healthtech ×3

HQs:United States×15United Kingdom×3India×2Australia×1Canada×1Germany×1

Investments · 29 tracked

founders shown can be your intro path

By year:2026 · 5 2025 · 1 2022 · 2 2021 · 3 2020 · 2 2018 · 4 2017 · 1 2016 · 119 dated

Aquestive Therapeutics inNASDAQ: AQSTApr 2018

Aquestive Therapeutics develops and commercializes oral film drug formulations and other novel delivery systems for treatments in neurology, psychiatry, and emergency care, operating manufacturing facilities in Indiana that produce both licensed pharmaceutical products and proprietary candidates for regulated markets including the U.S., EU, and Australia.

BiotechWarren, US

Keith J Kendall(Chief Executive Officer)inA. Mark Shobel(Chief Operating Officer)Theresa Wood(Vice President, Human Resources)inPeter Boyd(Vice President, Value Delivery)Daniel Barber(Vice President, Business and Product Development)in John T Maxwell(Chief Financial Officer, Treasurer, Secretary)in

Co-investorsRTW Investments L.P.

Bloom Energybloomenergy.com in 𝕏NYSE: BEJul 2026

Bloom Energy manufactures solid oxide fuel cell systems for onsite power generation at commercial, industrial, and data center facilities.

CleantechEnergyHardware

K.R. Sridhar(Founder, Chairman, and CEO)KR Sridhar, PhD(Founder, Chairman and Chief Executive Officer)

Co-investorsAlumni Ventures Artis Ventures ATEL Ventures Constellation Technology Ventures Dag Ventures Enerdigm Ventures +10 more

17Capital17capital.com inApr 2022✓ verified

17Capital is a private credit manager that provides NAV-based financing solutions to private equity sponsors, buyout funds, and management companies.

Enterprise SoftwareFintechSector Agnostic

Co-investorsBrookfield Asset Management Wessel Management

Atlanta Property Groupatlantapg.comMar 2016✓ verified

Atlanta Property Group owns and operates office and industrial properties across the Southeast, with a commitment to reducing carbon emissions in the built environment.

Climate TechPropTechAtlanta, US

Jonathan Rodbell(Partner, Co-Founder)Court Thomas(Partner, Co-Founder)K. Courtland Thomas(President)

Co-investorsAngelo Gordon

Blackboard, Inc.blackboard.com in 𝕏✓ verified

Blackboard is a learning management system (LMS) platform built for educators and institutions to support teaching and learning at scale across higher education, government, and K-12.

AI & Machine LearningEdTechSaaS

Matthew Pittinsky(Co-founder & Incoming CEO)Michael Chasen(Co-founder)in

Co-investorsNexus Capital Management Novak Biddle Venture Partners Reverence Capital Partners W Capital Partners

Filmrisefilmrise.com✓ verified

FilmRise is a film and television studio that operates a network of 700+ ad-supported streaming channels and apps, and distributes content across multiple platforms.

AdTechMedia & EntertainmentNew York City, US

Co-investorsUpper90

Fitlgfitlg.com✓ verified

Fitness & Lifestyle Group operates a portfolio of premium, mid-market, and low-cost fitness club brands across Asia Pacific, serving consumers through 330+ locations.

ConsumerHealthtechSports TechWellness & FitnessSydney, AU

Greg Oliver(CEO & Managing Director)

Co-investorsQuadrant Private Equity Pty Ltd.Fourward Ventures

Scale Computingscalecomputing.com in 𝕏✓ verified

Scale Computing provides hyperconverged and edge computing infrastructure along with managed network services for running critical applications at distributed sites.

Cloud ComputingEnterprise SoftwareIoTIndianapolis, US

Jeff Ready(Executive Officer, Director)in Scott Loughmiller(Founder & Chief Product Officer)in Jason Collier(Executive Officer)inBill Morrow(CEO & Chairman)Brett Stewart(Chief Technology Officer, Founder of Acumera)Rod Hainje(Executive Officer)in

Co-investorsPeak Rock Capital ABS Capital Partners Allos Ventures DERIVE VENTURES Elevate Ventures Ligo Partners LLC +2 more

Aspirationaspiration.com in

GreenFi (formerly Aspiration's consumer finance brand) offers climate-friendly banking and investing, including checking, savings, and investment accounts whose deposits avoid funding fossil fuels.

Climate TechFintechImpact & Social Good

Tim Newell(CEO)in

Co-investorsCommonweal Ventures Jovono Mission and Market Radicle Impact Unruly Capital

Avengaavenga.com in 𝕏

Avenga provides software product engineering services to enterprises, delivering end-to-end platform development with AI-native delivery methods and outcome-focused execution across banking, retail, telecommunications, manufacturing, life sciences, gaming, automotive, media, and mobility sectors.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSLondon, GB

Clay Van Doren(CEO)in Emily Morgan(Chief People Officer)in Juan Villamil(CTO)inMark Fisher(CCO)in

Co-investorsinfoShare

Billabongbillabong.com in 𝕏

Billabong is a surf and beach lifestyle apparel brand that sells clothing and accessories directly to consumers through its online store, including a loyalty rewards program and member exclusives.

ConsumerDirect to ConsumerE-commerce

Gordon Merchant(Founder)in

Co-investorsAltamont Capital Partners

Bloombloomapp.com in 𝕏Jul 2026

Bloom is an investment advisory and brokerage platform that helps individuals build wealth through stock investing, including fractional shares.

ConsumerEdTechFintechSan Francisco, US

Sam Yang(Founder)in

Co-investorsContrary Draper Goren Blockchain Position Ventures Rocketship.vc Samsung Next Soma Capital +9 more

Bloombloom.diy in 𝕏Jul 2026

Bloom is a no-code platform for designing, building, and sharing native mobile applications directly from an Android device without requiring programming knowledge.

Developer ToolsEnterprise SoftwareSaaS

David Oort Alonso(Founder)in Sirian Maathuis(Founder)in

Co-investorsPioneer Y Combinator Moonfire Ventures

Charcuterie Artisanscharcuterie.com in 𝕏Sep 2025

Charcuterie Artisans is the parent company of four American-made charcuterie brands (Creminelli Fine Meats, Daniele, Del Duca, and La Quercia) that produce premium cured meats and salumi using Old World techniques combined with modern food safety standards.

Advanced ManufacturingConsumerDirect to ConsumerFoodTech

Co-investorsIndustrial Opportunity Partners

Coriantcoriantgroup.com inJun 2017

Coriant is a UK-based industrial and infrastructure maintenance group providing end-to-end asset lifecycle support to customers with critical infrastructure.

Advanced ManufacturingConstruction TechEnterprise SoftwareUK, GB

Maxine Mayhew(CEO)in Jamie Kent(CFO)inNick Rowlands(CCO)in Chris Pearce(CIO)in

Co-investorsH.I.G. Capital Marlin Equity Partners

Cult.fitcure.fit in 𝕏Aug 2018 · $120M

Cult.fit operates a fitness platform offering group classes, gym memberships, at-home workouts, sports facilities, nutrition coaching, and wellness services across multiple centers in India.

HealthtechWellness & FitnessBangalore, IN

Co-investorsAccel South Park Commons Trifecta Capital Advisors Chiratae Ventures Great Oaks Venture Capital Joyance Partners+4 more

Curegetcure.app inAug 2018 · $120M

CURE operates a booking platform that connects pharmacies with delivery service partners to generate online orders.

B2B MarketplacesHealthtechSaaSBerlin, DE

Manuel Aberle(Founder)in

Co-investorsAbstract Ventures Artis Ventures FJ Labs J12 Ventures Stella Capital Accel +23 more

Curefitcult.fit in 𝕏Aug 2018 · $120M

cult.fit offers fitness memberships (cultpass) providing access to group classes, gyms, at-home workouts, and sports facilities, along with weight-loss coaching, workout gear, and wellness services.

ConsumerSports TechWellness & FitnessBangalore, IN

Mukesh Bansal(Founder)in

Co-investorsBetter Capital Chiratae Ventures Endiya Partners Epiq Capital Investment Advisory LLP Exfinity Ventures India Foundation Fund Series I (A Scheme Of Multiply Ventures India +4 more

E360Se360s.ca in 𝕏Aug 2021

Environmental 360 Solutions Ltd. provides end-to-end waste management, organic processing, and recycling services for communities.

Circular EconomyCleantechClimate TechImpact & Social Good

Co-investorsCanadian Business Growth Fund BlackRock

Ionicionic.com in 𝕏

Provides consistent data access, control, and protection across repositories and devices.

Co-investorsBLH Venture Partners, LLC All In Capital

Reefreef.ai inNov 2020 · $700M

Reef.ai builds predictive AI and a foundational data layer for AI agents that help teams leverage customer data for growth, risk management, and renewal prediction.

AI & Machine LearningData & InfrastructureEnterprise SoftwareHonolulu, US

Brent Grimes(Founder)in

Co-investorsBlue Startups Celero Ventures Ltd.Dig Ventures Management Limited Silicon Road Ventures Struck Capital Target Global +3 more

REEF Technologyreeftechnology.com inNov 2020 · $700M

REEF converts underused parking lots and garages into neighborhood hubs hosting ghost kitchens, delivery, retail and healthcare.

Miami, US

Ari Ojalvo(Executive Officer, Director)Adan Gossar(Executive Officer)inCarl Segal(Executive Officer)Jillian Hunt(Executive Officer)in David Kownator(Executive Officer)in Matt Lindenberger(Executive Officer)in

Co-investorsArzan VC ATEL Ventures BY Venture Partners LDR Ventures PNYX Ventures SoftBank Vision Fund +5 more

Shineshinetext.comFeb 2026

Brooklyn, US

Marah Lidey(Executive Officer, Director)Naomi Hirabayashi(Executive Officer, Director)

BoardVictoria Song(Director)

Co-investorsComcast Ventures LaunchCapital Deerfield Management Company Fidelity Investments Sumitomo Corporation

Soonsoon.app in 𝕏Feb 2026 · $240M

Soon is a portfolio management platform that automates buying and selling of assets across multiple exchanges using strategies like dollar-cost averaging and tax-loss harvesting.

Crypto & Web3FintechSalt Lake City, US

Michael Shattuck(Founder)in

Co-investorsIdeaship Soma Capital Y Combinator Deerfield Management Company Dragon Capital Falls Fintech +2 more

STG Logisticsstgusa.com in 𝕏

STG Logistics provides integrated port-to-door and supply chain solutions across North America, combining localized expertise with proprietary technology and an extensive network of facilities and transportation assets.

Logistics & Supply Chain

Co-investorsWind Point Partners

Sumupsumup.com in 𝕏

SumUp provides card readers and payment solutions such as invoices, gift cards, and payment links aimed at small merchants and businesses that are underserved by traditional banks.

FintechHardwareRetail TechSaaSLondon, GB

Victor Ho in

Co-investorsAlexander Geza Marcus Pejacsevich Anya Capital Bain Capital Tech Opportunities Daniel Gutenberg Discovery Ventures III Gmb H & Co. KG Fin Capital +19 more

Thrasiothrasio.com in 𝕏Oct 2021 · $1B

Thrasio is an ecommerce and technology company staffed by ecommerce and tech specialists focused on improving products and consumer experiences.

ConsumerDirect to ConsumerE-commerceWalpole, US

Joshua Silberstein(Executive Officer, Director, Promoter)inCarlos Cashman(Executive Officer, Director, Promoter)inDaniel Boockvar(Executive Officer)inTodd Zipper(Director)Tom Szkutak(Director)Joe Falcao(Executive Officer)

Co-investorsAct One Ventures Evolution VC Partners Fika RiverPark Ventures Silver Lake Partners Upper90 +5 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

ITG Holdings StoicLane

Exits · 2

2 IPOs

Aquestive TherapeuticsNASDAQ: AQSTBloom EnergyNYSE: BE

Portfolio news

latest coverage across their companies

🌸 Bloom - the mobile app that builds mobile apps

Bloom · ycombinator.com · May 27, 2025

Fund performance · per public LP disclosures · 59

as of Jun 2025

Fund	Vintage	Committed	Net IRR	TVPI	DPI
Oaktree Gilead Investment Fund, L.P. - Series BLPs: California Public Employees' Retirement System	2025	—	—	1.02x	0.00x
Oaktree Opportunities Fund XII, L.P.LPs: Connecticut Retirement Plans and Trust Funds	2024	—	—	1.20x	—
Oaktree CLO Equity Fund ILPs: San Diego County Employees Retirement Association	2023	—	8.5%	1.08x	0.37x
Oaktree RE IXLPs: Teachers' Retirement System of Oklahoma	2023	—	—	0.83x	—
Oaktree Special Situations IIILPs: San Joaquin County Employees' Retirement Association	2023	—	—	1.10x	0.41x
Oaktree Special Situations Fund IIILPs: Minnesota State Board of Investment	2022	—	24.7%	1.36x	0.38x
OAKTREE POWER OPPORTUNITIES FUND VI LPLPs: Empire State Development – New York Ventures, Texas Municipal Retirement System, Sacramento County Employees' Retirement System +1 more	2021	—	29.9%	2.41x	1.48x
Oaktree Gilead Investment Fund, L.P. - Series ALPs: California Public Employees' Retirement System	2020	—	—	1.85x	0.00x
Oaktree Latigo Investment Fund, L.P.LPs: California Public Employees' Retirement System	2020	—	9.9%	1.36x	0.65x
Oaktree Opportunities Fund XI, L.P.LPs: Washington State Investment Board, Oregon Public Employees Retirement System, Minnesota State Board of Investment +2 more	2020	—	9.2%	1.33x	0.60x
Oaktree Real Estate Debt IIILPs: Minnesota State Board of Investment	2020	—	3.7%	1.10x	0.27x
Oaktree Real Estate Opportunities Fund VIIILPs: Minnesota State Board of Investment, Richard King Mellon Foundation	2020	—	-0.2%	1.00x	0.28x
Oaktree Opportunities Fund XbLPs: Empire State Development – New York Ventures, Washington State Investment Board, Florida State Board of Administration +6 more	2018	—	11.1%	1.71x	0.64x
Oaktree Special Situations Fund II, L.P.LPs: Minnesota State Board of Investment, Hawaii Employees' Retirement System, Baltimore City Employees' Retirement System	2018	—	25.8%	1.82x	1.01x
Oaktree Opportunities Fund XLPs: Washington State Investment Board, Minnesota State Board of Investment, Oregon Public Employees Retirement System +4 more	2015	—	8.4%	1.51x	1.12x
Oaktree Reof VIILPs: Contra Costa County Employees' Retirement Association	2015	—	7.3%	1.27x	0.72x
Oaktree Special Situations Fund, L.P.LPs: Minnesota State Board of Investment	2014	—	-1.4%	0.92x	0.39x
Oaktree European Dislocation FundLPs: Teachers' Retirement System of Oklahoma	2013	—	—	1.05x	1.05x
Oaktree European Dislocation Fund (US) LPLPs: San Diego County Employees Retirement Association	2013	—	4.6%	1.05x	1.05x
Oaktree Reof VILPs: Contra Costa County Employees' Retirement Association	2013	—	12.2%	1.24x	1.10x
Oaktree Opportunities Fund IXLPs: Washington State Investment Board, Los Angeles County Employees Retirement Association, Florida State Board of Administration +6 more	2012	—	8.1%	1.90x	1.24x
Oaktree Real Estate Opportunities Fund V, L.P.LPs: San Bernardino County Employees Retirement Association, Richard King Mellon Foundation	2012	—	9.4%	1.37x	1.55x
Oaktree EOF IIILPs: South Carolina Retirement System Investment Commission	2011	—	5.6%	—	—
Oaktree European Principal Fund IIILPs: North Carolina Retirement Systems, Employees' Retirement System of Rhode Island, Maryland State Retirement and Pension System	2011	—	4.9%	1.32x	1.12x
Oaktree European Principal Fund III (US)LPs: Oregon Public Employees Retirement System	2011	—	4.4%	1.28x	1.12x
Oaktree European Principal Fund III U.S.LPs: California State Teachers' Retirement System	2011	—	4.9%	1.39x	1.14x
Oaktree Opportunities Fund VIII-B, L.P.LPs: Washington State Investment Board	2011	—	8.2%	1.70x	1.64x
OAKTREE OPPORTUNITIES FUND VIIIB LPLPs: California Public Employees' Retirement System, Empire State Development – New York Ventures, Oregon Public Employees Retirement System +2 more	2011	—	8.2%	1.68x	1.64x
Oaktree Power Fund IIILPs: Dallas Police & Fire Pension System	2011	—	12.3%	1.50x	1.47x
Oaktree Power Fund III 3LPs: Dallas Police & Fire Pension System	2011	—	12.6%	1.48x	0.74x
Oaktree Reof VLPs: Contra Costa County Employees' Retirement Association	2011	—	12.2%	1.58x	1.58x
Oaktree Value Opportunities Fund, L.P.LPs: North Carolina Retirement Systems	2011	—	4.6%	1.47x	0.64x
Oaktree Opportunities Fund VIII, L.P.LPs: Washington State Investment Board, Florida State Board of Administration, Empire State Development – New York Ventures +6 more	2010	—	9.0%	1.50x	1.47x
Oaktree Principal Fund V, L.P.LPs: Washington State Investment Board, Oregon Public Employees Retirement System, Richard King Mellon Foundation	2010	—	3.2%	1.20x	1.13x
OCM European Principal Fund III LPLPs: San Diego County Employees Retirement Association	2010	—	3.4%	1.21x	1.05x
Oaktree Opportunities VIII PELPs: Maine Public Employees Retirement System	2009	—	9.1%	1.47x	1.45x
Oaktree PIFLPs: Contra Costa County Employees' Retirement Association	2009	—	3.0%	1.36x	1.35x
Oaktree Opportunities VII BLPs: Teachers' Retirement System of Oklahoma	2008	—	—	1.73x	1.73x
OCM Opportunities Fund VII-B, L.P.LPs: Washington State Investment Board, Michigan Municipal Employees' Retirement System, Robert Wood Johnson Foundation	2008	—	16.5%	1.70x	1.73x
OCM Opportunities Fund VIIbLPs: California State Teachers' Retirement System, Empire State Development – New York Ventures, Oregon Public Employees Retirement System +7 more	2008	—	16.5%	1.73x	1.73x
Oaktree Loan Fund 2xLPs: Dallas Police & Fire Pension System	2007	—	2.2%	1.10x	1.08x
Oaktree Loan Fund 2X 3LPs: Dallas Police & Fire Pension System	2007	—	2.2%	1.08x	1.07x
Oaktree Opportunities VII ALPs: Teachers' Retirement System of Oklahoma	2007	—	—	1.38x	0.01x
OCM Opportunities Fund VII, L.P.LPs: California State Teachers' Retirement System, Washington State Investment Board, Oregon Public Employees Retirement System +8 more	2007	—	7.3%	1.40x	1.38x
OCM Principal Opportunities Fund IV, LPLPs: Washington State Investment Board, Oregon Public Employees Retirement System, Michigan Municipal Employees' Retirement System +2 more	2006	—	8.8%	1.68x	1.68x
OCM Opportunities Fund VI, L.P.LPs: California State Teachers' Retirement System, Oregon Public Employees Retirement System, Washington State Investment Board +4 more	2005	—	8.7%	1.58x	1.58x
OCM Opportunities Fund V, L.P.LPs: Oregon Public Employees Retirement System, California State Teachers' Retirement System, Washington State Investment Board +3 more	2004	—	14.2%	1.65x	1.65x
OCM Principal Opportunities Fund IIILPs: Oregon Public Employees Retirement System, John D. and Catherine T. MacArthur Foundation, Andrew W. Mellon Foundation	2003	—	9.5%	1.49x	1.49x
OCM Opportunities Fund IVbLPs: Oregon Public Employees Retirement System	2002	—	46.5%	1.63x	1.63x
Oaktree Fund IVLPs: Dallas Police & Fire Pension System	2001	—	28.4%	1.70x	1.65x
OCM Opportunities Fund IV, L.P.LPs: Washington State Investment Board, Dallas Police & Fire Pension System, Los Angeles City Employees' Retirement System +1 more	2001	—	28.0%	1.60x	1.61x
OCM Opportunities Fund VIIIb, L.P.LPs: Florida State Board of Administration, Michigan Municipal Employees' Retirement System, Pennsylvania Public School Employees' Retirement System +1 more	2001	—	6.8%	1.46x	1.09x
OCM Principal Opportunities Fund IILPs: Oregon Public Employees Retirement System, John D. and Catherine T. MacArthur Foundation, Andrew W. Mellon Foundation	2001	—	18.3%	1.61x	1.61x
OCM/GFI Power Opportunities Fund, L.P.LPs: Public Employee Retirement System of Idaho	2000	—	13.2%	1.54x	1.54x
OCM Opportunities Fund III, L.P.LPs: Washington State Investment Board, Oregon Public Employees Retirement System, Los Angeles City Employees' Retirement System +3 more	1999	—	11.9%	1.50x	1.49x
OCM Opportunities Fund II, L.P.LPs: Oregon Public Employees Retirement System, Washington State Investment Board, Los Angeles City Employees' Retirement System +1 more	1997	—	8.5%	1.50x	1.51x
OCM Principal Opportunities FundLPs: Oregon Public Employees Retirement System	1996	—	5.4%	1.45x	1.45x
OCM Opportunities Fund, LPLPs: Oregon Public Employees Retirement System, Washington State Investment Board, Los Angeles City Employees' Retirement System +1 more	1995	—	10.3%	1.64x	1.64x
Oaktree Private Investment Fund 2009 L.P.LPs: Contra Costa County Employees' Retirement Association	—	—	—	1.36x	1.35x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Public market activity · per SEC filings

what is this? ⓘ

11 insider ownership filings (Forms 3/4/5)

From the firm's own SEC EDGAR filings — stakes and insider roles in public companies, typically portfolio companies after an IPO. Not a portfolio list published by the firm.

Frequently asked questions

How many investments has Oaktree made?: Oaktree has 29 tracked investments, 2 of which have exited, including 6 dated in the last 24 months.
What sectors does Oaktree focus on?: Oaktree focuses on Sector Agnostic.
Where is Oaktree located?: Oaktree is headquartered in Los Angeles, US.

Media · Podcasts & interviews

featuring the team

Watch CNBC's full interview with Oaktree's Howard Marks

Howard Marks · cnbc.com

Oaktree’s Armen Panossian on Private Credit

Brookfield · Armen Panossian

Reflections on Oaktree Conference 2026 with Howard Marks - YouTube

Oaktree Capital · Howard Marks

Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI - YouTube

Bloomberg Television · Howard Marks

CEO Forum Series: Armen Panossian, Co-CEO, Oaktree

HBS Club of San Diego · Armen Panossian

Club Conversation with Howard Marks, Oaktree’s Quiet Legend - YouTube

MicroCapClub · Howard Marks

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Contact

Los Angeles – Global Headquarters333 South Grand Ave.
28th Floor
Los Angeles, CA 90071
United States

Brentwood11611 San Vicente Blvd.
Suite 700
Los Angeles, CA 90049
United States

Chicago110 North Wacker Drive
Suite 2700
Chicago, IL 60606-1511
United States

Dallas2300 North Field Street
Suite 2050
Dallas, TX 75201
United States

HoustonTwo Allen Center 1200 Smith Street
Suite 690
Houston, TX 77002
United States

Los Angeles555 S. Flower Street
37th Floor
Los Angeles, CA 90071
United States

New York1301 Avenue of the Americas
34th Floor
New York, NY 10019
United States

Stamford680 Washington Blvd.
6th Floor
Stamford, CT 06901
United States

AmsterdamBarbara Strozzilaan 201
Amsterdam 1083 HN
Netherlands

DubaiDubai International Financial Centre, Office 29-02, Level 29, ICD Brookfield Place
Oaktree Capital Management (Dubai) Limited
Dubai
United Arab Emirates

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Funds

OAKTREE GLOBAL CREDIT FUND, L.P.Aug 2026 · 85 LPs$4.6BAUM

OAKTREE OPPORTUNITIES FUND XI (PARALLEL), L.P.Aug 2026 · 8 LPs$2.8BAUM

OAKTREE OPPORTUNITIES FUND XII (PARALLEL), L.P.Aug 2026 · 10 LPs$2.5BAUM

OAKTREE BROADGATE MULTI-STRATEGY FUND, L.P.Aug 2026 · 1 LPs$2.1BAUM

OAKTREE SPECIAL SITUATIONS FUND III, L.P.Aug 2026 · 106 LPs$1.8BAUM

OAKTREE EMERGING MARKETS EQUITY FUND, L.P.Aug 2026 · 1 LPs$1.7BAUM

OAKTREE REAL ESTATE INCOME FUND, L.P.Aug 2026 · 125 LPs$1.4BAUM

OAKTREE OPPORTUNITIES FUND XB (PARALLEL), L.P.Aug 2026 · 7 LPs$1.2BAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P.Aug 2026 · 84 LPs$1.1BAUM

OAKTREE GC SUPER FUND, L.P. - CLASS AAug 2026 · 1 LPs$1.1BAUM

OAKTREE EUROPEAN PRINCIPAL FUND IV, L.P.Aug 2026 · 9 LPs$1.1BAUM

OAKTREE EUROPEAN PRINCIPAL FUND V, L.P.Aug 2026 · 6 LPs$1BAUM

OAKTREE OPPORTUNITIES FUND XII FEEDER (CAYMAN), L.P.Aug 2026 · 225 LPs$814.5MAUM

OAKTREE CLO 2019-3, LTD.Aug 2026 · 12 LPs$761.5MAUM

OAKTREE CLO 2019-4, LTD.Aug 2026 · 4 LPs$754.6MAUM

OAKTREE LONDON LIQUID VALUE OPPORTUNITIES FUND (VOF), L.P.Aug 2026 · 2 LPs$753.5MAUM

OAKTREE REAL ESTATE DEBT FUND II, L.P.Aug 2026 · 85 LPs$667.7MAUM

OAKTREE DEBT ACQUISITION FUND (PARALLEL 2), L.P.Aug 2026 · 20 LPs$628.2MAUM

ARBOUR CLO XI DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$609.5MAUM

ARBOUR CLO VI DESIGNATED ACTIVITY COMPANYAug 2026 · 1 LPs$563.1MAUM

ARBOUR CLO XIV DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$560.6MAUM

ARBOUR CLO XV DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$553.5MAUM

OAKTREE LIQUID MAC FUND, L.P.Aug 2026 · 2 LPs$529.7MAUM

OAKTREE CLO 2025-30, LTD.Aug 2026 · 1 LPs$529MAUM

ARBOUR CLO XII DESIGNATED ACTIVITY COMPANYAug 2026 · 1 LPs$520.3MAUM

OAKTREE MERCURY INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$514.5MAUM

OAKTREE CLO 2024-28, LTD.Aug 2026 · 2 LPs$513.5MAUM

ARBOUR CLO XVI DESIGNATED ACTIVITY COMPANYAug 2026 · 1 LPs$509.7MAUM

ARBOUR CLO V DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$509.7MAUM

OAKTREE CLO 2022-2, LTD.Aug 2026 · 2 LPs$508.8MAUM

OAKTREE GLOBAL CREDIT PLUS FUND, L.P.Aug 2026 · 15 LPs$503.3MAUM

ARBOUR CLO IV DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$501.6MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND IX, L.P.Aug 2026 · 29 LPs$497MAUM

ARBOUR CLO VII DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$496MAUM

ARBOUR CLO VIII DESIGNATED ACTIVITY COMPANYAug 2026 · 1 LPs$495MAUM

ARBOUR CLO XIII DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$492.4MAUM

ARBOUR CLO IX DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$491.5MAUM

ARBOUR CLO X DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$491.1MAUM

OAKTREE CLO 2026-34, LTD.Aug 2026 · 1 LPs$488.8MAUM

OAKTREE OPPORTUNITIES FUND IX (PARALLEL), L.P.Aug 2026 · 9 LPs$488.6MAUM

ARBOUR CLO II DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$487.9MAUM

ARBOUR CLO III DESIGNATED ACTIVITY COMPANYAug 2026 · 2 LPs$487.5MAUM

OAKTREE CLO 2025-33, LTD.Aug 2026 · 3 LPs$474.4MAUM

OAKTREE MEZZANINE FUND V, L.P.Aug 2026 · 23 LPs$470.2MAUM

OAKTREE OPPORTUNITIES FUND XI (PARALLEL 3), L.P.Aug 2026 · 3 LPs$467.2MAUM

OAKTREE CLO 2022-1, LTD.Aug 2026 · 3 LPs$456.4MAUM

OAKTREE CLO 2019-2 LTD.Aug 2026 · 1 LPs$454.1MAUM

OAKTREE-TCDRS STRATEGIC CREDIT, LLCAug 2026 · 2 LPs$445.2MAUM

OAKTREE POWER OPPORTUNITIES FUND V, L.P.Aug 2026 · 130 LPs$439MAUM

OAKTREE PINNACLE INVESTMENT FUND, L.P.Aug 2026 · 1 LPs$435.3MAUM

OAKTREE-TBMR STRATEGIC CREDIT FUND G, LLCAug 2026 · 2 LPs$428MAUM

OAKTREE OPPORTUNITIES FUND XII (PARALLEL 5), L.P.Aug 2026 · 4 LPs$425.6MAUM

OAKTREE CLO 2025-32, LTD.Aug 2026 · 1 LPs$422.1MAUM

OAKTREE CLO 2025-31, LTD.Aug 2026 · 2 LPs$421.8MAUM

OAKTREE-TSE 16 STRATEGIC CREDIT, LLCAug 2026 · 2 LPs$419.8MAUM

OAKTREE LENDING PARTNERS (UNLEVERED), L.P.Aug 2026 · 3 LPs$416MAUM

OAKTREE REAL ESTATE DEBT FUND IV, L.P.Aug 2026 · 19 LPs$411.3MAUM

OAKTREE CLO 2025-29, LTD.Aug 2026 · 1 LPs$411.3MAUM

OAKTREE CLO 2023-1, LTD.Aug 2026 · 1 LPs$410MAUM

OAKTREE CLO 2024-26, LTD.Aug 2026 · 1 LPs$410MAUM

OAKTREE CLO 2024-27, LTD.Aug 2026 · 2 LPs$408.2MAUM

OAKTREE CLO 2023-2, LTD.Aug 2026 · 1 LPs$408.1MAUM

OAKTREE CLO 2024-25, LTD.Aug 2026 · 1 LPs$408MAUM

OAKTREE CLO 2020-1, LTD.Aug 2026 · 2 LPs$407.5MAUM

OAKTREE CLO 2021-1, LTD.Aug 2026 · 2 LPs$406.6MAUM

OAKTREE CLO 2022-3, LTD.Aug 2026 · 1 LPs$406.6MAUM

OAKTREE CLO 2021-2, LTD.Aug 2026 · 2 LPs$404.7MAUM

Oaktree Power Opportunities Fund VIIAug 2026 · 86 LPsLPs: Empire State Development – New York Ventures$397.3MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS FAug 2026 · 1 LPs$390.3MAUM

OAKTREE EUROPEAN CAPITAL SOLUTIONS FUND III, L.P.Aug 2026 · 13 LPs$369.7MAUM

OAKTREE CASCADE INVESTMENT FUND III, L.P.Aug 2026 · 2 LPs$361MAUM

OAKTREE HIGH YIELD BOND FUND, L.P.Aug 2026 · 35 LPs$353.1MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS CAug 2026 · 2 LPs$351.8MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING UNLEVERED JPN-A 2017 FUND, L.P.Aug 2026 · 1 LPs$351.4MAUM

OAKTREE SENIOR LOAN FUND, L.P.Aug 2026 · 41 LPs$336.9MAUM

OAKTREE REAL ESTATE INCOME FUND (PARALLEL), L.P.Aug 2026 · 88 LPs$336.7MAUM

OAKTREE-FORREST MULTI-STRATEGY, LLCAug 2026 · 2 LPs$323.3MAUM

OAKTREE REAL ESTATE INCOME FUND (PARALLEL II), L.P.Aug 2026 · 99 LPs$312MAUM

OAKTREE ASSET-BACKED FINANCE FUND, L.P.Aug 2026 · 12 LPs$302MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VI, L.P.Aug 2026 · 161 LPs$294.9MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P.Aug 2026 · 2 LPs$292.1MAUM

OAKTREE CASCADE INVESTMENT FUND I, L.P.Aug 2026 · 2 LPs$278.1MAUM

OAKTREE POWER OPPORTUNITIES FUND VI (PARALLEL 3), L.P.Aug 2026 · 3 LPs$276.7MAUM

OAKTREE AURORA (CAYMAN) FUND, L.P.Aug 2026 · 2 LPs$270.8MAUM

OAKTREE REAL ESTATE INCOME FUND (PARALLEL III), L.P.Aug 2026 · 16 LPs$269.5MAUM

OAKTREE-TBMR STRATEGIC CREDIT FUND F, LLCAug 2026 · 2 LPs$262.8MAUM

OAKTREE ROUTE 66 MULTI-STRATEGY FUND, L.P.Aug 2026 · 2 LPs$260.6MAUM

OAKTREE MYRIAD INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$256.8MAUM

OAKTREE OPPORTUNITIES FUND XB (PARALLEL 2), L.P.Aug 2026 · 13 LPs$256.1MAUM

OAKTREE GC SUPER FUND, L.P. - CLASS BAug 2026 · 1 LPs$242.4MAUM

OAKTREE DIRECT LENDING EVERGREEN FUND, L.P.Aug 2026 · 1 LPs$236.6MAUM

OAKTREE HUNTINGTON-GCF INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$234.7MAUM

OAKTREE EUROPEAN CAPITAL SOLUTIONS FUND, L.P.Aug 2026 · 13 LPs$227.4MAUM

OAKTREE JALAPENO INVESTMENT FUND, L.P.Aug 2026 · 3 LPs$226.4MAUM

OAKTREE GLOBAL CREDIT PLUS FUND (PARALLEL), L.P.Aug 2026 · 4 LPs$226.3MAUM

OAKTREE ASSET-BACKED FINANCE FUND (PARALLEL), L.P.Aug 2026 · 5 LPs$223.6MAUM

OAKTREE DIRECT LENDING FUND (PARALLEL), L.P.Aug 2026 · 14 LPs$221.8MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS DAug 2026 · 2 LPs$221.3MAUM

OAKTREE PHOENIX INVESTMENT FUND, L.P.Aug 2026 · 1 LPs$217.5MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS IAug 2026 · 2 LPs$212.8MAUM

OAKTREE GLOBAL CREDIT INVESTMENT GRADE FUND, L.P.Aug 2026 · 9 LPs$207.5MAUM

OAKTREE SBIC FUND, L.P.Aug 2026 · 30 LPs$197.9MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL) 5, L.P.Aug 2026 · 2 LPs$196.5MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL) 6, L.P.Aug 2026 · 3 LPs$196.5MAUM

OAKTREE OPPORTUNITIES FUND X (PARALLEL), L.P.Aug 2026 · 6 LPs$192.1MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL), L.P.Aug 2026 · 2 LPs$191.8MAUM

RESTAURANT ROYALTY PARTNERS CONTINUATION FUND, L.P.Aug 2026 · 1 LPs$190.7MAUM

OAKTREE AURORA (LB) INVESTMENTS, L.P.Aug 2026 · 1 LPs$190.3MAUM

OAKTREE ALPHA CREDIT FUND, L.P.Aug 2026 · 2 LPs$188.7MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND IX (PARALLEL), L.P.Aug 2026 · 9 LPs$188.6MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL) 3, L.P.Aug 2026 · 2 LPs$178.2MAUM

OAKTREE DIRECT LENDING FUND UNLEVERED (PARALLEL), L.P.Aug 2026 · 3 LPs$173.1MAUM

OAKTREE OPPORTUNITIES FUND XII (PARALLEL 3), L.P.Aug 2026 · 4 LPs$169.9MAUM

OAKTREE EUROPEAN CAPITAL SOLUTIONS FUND II, L.P.Aug 2026 · 16 LPs$167.9MAUM

OAKTREE BLUE CREDIT 1 INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$167.8MAUM

OAKTREE-TBMR STRATEGIC CREDIT FUND C, LLCAug 2026 · 2 LPs$166.4MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING FUND (PARALLEL 2), L.P.Aug 2026 · 8 LPs$159MAUM

OAKTREE REAL ESTATE DEBT FUND III (PARALLEL), L.P.Aug 2026 · 1 LPs$146.8MAUM

OAKTREE PRINCIPAL V CONTINUATION FUND, L.P.Aug 2026 · 21 LPs$140.4MAUM

OAKTREE EUROPEAN CLO CAPITAL FUND LIMITEDAug 2026 · 9 LPs$139.1MAUM

OAKTREE EUROPEAN SPECIAL SITUATIONS FUND, L.P.Aug 2026 · 3 LPs$134.4MAUM

OAKTREE DIRECT LENDING FUND VCOC (PARALLEL), L.P.Aug 2026 · 4 LPs$134.4MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL) 2, L.P.Aug 2026 · 2 LPs$131.2MAUM

OAKTREE EPSILON INVESTMENT FUND, L.P.Aug 2026 · 1 LPs$128MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING FUND, L.P.Aug 2026 · 18 LPs$125.4MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS G-4Aug 2026 · 2 LPs$122.6MAUM

OAKTREE GLOBAL HIGH YIELD BOND FUND, L.P.Aug 2026 · 9 LPs$121.3MAUM

OAKTREE DIRECT LENDING FUND, L.P.Aug 2026 · 11 LPs$112.9MAUM

OAKTREE AZ STRATEGIC LENDING FUND, L.P.Aug 2026 · 2 LPs$111MAUM

OAKTREE PATRIOT INVESTMENT FUND, L.P. - CLASS A-1Aug 2026 · 2 LPs$108.7MAUM

OAKTREE LIFE SCIENCES LENDING FUND (PARALLEL 2), L.P.Aug 2026 · 15 LPs$106MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII (PARALLEL 2), L.P.Aug 2026 · 3 LPs$104.3MAUM

OAKTREE BIOYIELD INVESTMENT FUND, L.P.Aug 2026 · 4 LPs$102.9MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII (PARALLEL 3), L.P.Aug 2026 · 2 LPs$101.9MAUM

OAKTREE REAL ESTATE SMA (Q), L.P.Aug 2026 · 2 LPs$101.6MAUM

OAKTREE EUROPEAN PRINCIPAL FUND V (PARALLEL), L.P.Aug 2026 · 2 LPs$98.4MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII (PARALLEL 4), L.P.Aug 2026 · 3 LPs$93.1MAUM

OAKTREE EUROPEAN CLO CAPITAL FUND II DESIGNATED ACTIVITY COMPANYAug 2026 · 18 LPs$91.8MAUM

OAKTREE LIFE SCIENCES LENDING FUND, L.P.Aug 2026 · 41 LPs$88.6MAUM

OAKTREE REAL ESTATE CREDIT INCOME FUND, L.P.Aug 2026 · 4 LPs$86.5MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VIII (PARALLEL) 4, L.P.Aug 2026 · 10 LPs$86.4MAUM

OAKTREE GC SUPER FUND, L.P. - CLASS CAug 2026 · 1 LPs$83.7MAUM

OAKTREE PATRIOT INVESTMENT FUND, L.P. - CLASS B-1Aug 2026 · 2 LPs$81.2MAUM

OAKTREE EMERGING MARKETS OPPORTUNITIES FUND II, L.P.Aug 2026 · 48 LPs$78.3MAUM

OAKTREE ALIAS INVESTMENT FUND, L.P.Aug 2026 · 4 LPs$75.8MAUM

OAKTREE BOULDER INVESTMENT FUND, L.P.Aug 2026 · 5 LPs$75.5MAUM

OAKTREE GLACIER INVESTMENT FUND II, L.P.Jul 2026 · 1 LPs$74.2MAUM

OAKTREE N ROF IX INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$74.1MAUM

OAKTREE POWER OPPORTUNITIES FUND V (PARALLEL), L.P.Aug 2026 · 3 LPs$73.3MAUM

OAKTREE STAR INVESTMENT FUND II, L.P.Aug 2026 · 2 LPs$73.3MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS G-2Aug 2026 · 2 LPs$69.5MAUM

OAKTREE OPPS XII-Q, L.P.Aug 2026 · 1 LPs$66.3MAUM

OAKTREE AURORA (CM) INVESTMENTS, L.P.Aug 2026 · 2 LPs$65.6MAUM

OAKTREE OPPORTUNITIES FUND X (PARALLEL 2), L.P.Aug 2026 · 9 LPs$65.5MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS GAug 2026 · 1 LPs$65.1MAUM

OAKTREE CASCADE INVESTMENT FUND II, L.P.Aug 2026 · 2 LPs$62.4MAUM

OAKTREE FF EMERGING MARKETS OPPORTUNITIES FUND, L.P.Aug 2026 · 1 LPs$62MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII (PARALLEL), L.P.Aug 2026 · 3 LPs$52.6MAUM

OAKTREE PRE LIFE SCIENCES FUND, L.P.Aug 2026 · 1 LPs$51.4MAUM

OAKTREE EUROPEAN CAPITAL SOLUTIONS FUND II (PARALLEL), SCSPAug 2026 · 3 LPs$50MAUM

OAKTREE GLENDORA INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$48MAUM

OAKTREE REAL ESTATE DEBT FUND II (PARALLEL), L.P.Aug 2026 · 5 LPs$45.6MAUM

OAKTREE MEZZANINE FUND IV, L.P.Aug 2026 · 36 LPs$43.4MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VI (PARALLEL), L.P.Aug 2026 · 2 LPs$42.5MAUM

OAKTREE POWER OPPORTUNITIES FUND VII (PARALLEL), L.P.Aug 2026 · 2 LPs$37.4MAUM

OAKTREE LENDING PARTNERS (ACQUISITION), L.P.Aug 2026 · 8 LPs$36.3MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND VI (PARALLEL 2), L.P.Aug 2026 · 2 LPs$34.5MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS G-3Aug 2026 · 2 LPs$34.2MAUM

OAKTREE EUROPEAN PRINCIPAL FUND III (PARALLEL), L.P.Aug 2026 · 2 LPs$33.5MAUM

OAKTREE PRINCIPAL V CONTINUATION FUND (PARALLEL 2), L.P.Aug 2026 · 14 LPs$32.6MAUM

OAKTREE EUROPEAN CAPITAL SOLUTIONS FUND (PARALLEL), L.P.Aug 2026 · 2 LPs$32.2MAUM

HIGHSTAR CAPITAL IV PRISM, L.P.Aug 2026 · 22 LPs$31.6MAUM

OAKTREE OPPORTUNITIES FUND IX (PARALLEL 2), L.P.Aug 2026 · 3 LPs$31.3MAUM

OAKTREE LSI NIGHTINGALE, LLC - CLASS A-1Aug 2026 · 4 LPs$31MAUM

OAKTREE OASIS INVESTMENT FUND, L.P. - CLASS D-1Aug 2026 · 2 LPs$30.1MAUM

OAKTREE PRINCIPAL V CONTINUATION FUND (PARALLEL), L.P.Aug 2026 · 11 LPs$29.9MAUM

OAKTREE REAL ESTATE OPPORTUNITIES FUND IX (PARALLEL) 2, L.P.Aug 2026 · 3 LPs$28.3MAUM

OAKTREE EMERGING MARKETS DEBT TOTAL RETURN FUND, L.P.Aug 2026 · 1 LPs$28.2MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS EAug 2026 · 2 LPs$26.4MAUM

OAKTREE DIRECT LENDING EVERGREEN ACQUISITION FUND, L.P.Aug 2026 · 1 LPs$26.2MAUM

HIGHSTAR CAPITAL IV, L.P.Aug 2026 · 36 LPs$25.6MAUM

OAKTREE HUNTINGTON INVESTMENT FUND II, L.P. - CLASS HAug 2026 · 2 LPs$25.2MAUM

OAKTREE M SUPER PRIVATE CREDIT FUND, L.P.Aug 2026 · 1 LPs$22.8MAUM

OAKTREE LIFE SCIENCES LENDING FUND (PARALLEL), L.P.Aug 2026 · 15 LPs$21.1MAUM

OAKTREE OLORIN INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$20.1MAUM

OAKTREE SYCAMORE OPPORTUNISTIC CREDIT FUND, LLCAug 2026 · 1 LPs$20MAUM

OAKTREE OASIS INVESTMENT FUND, L.P. - CLASS AAug 2026 · 2 LPs$19.5MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING FUND (PARALLEL), L.P.Aug 2026 · 3 LPs$15.9MAUM

OAKTREE LSI NIGHTINGALE, LLC - CLASS A-2Aug 2026 · 4 LPs$15.8MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING UNLEVERED FUND (PARALLEL), L.P.Aug 2026 · 1 LPs$14.4MAUM

OAKTREE FF INVESTMENT FUND, L.P.Aug 2026 · 2 LPs$13.8MAUM

TIRRO FUND, L.P.Aug 2026 · 1 LPs$12.4MAUM

OAKTREE PATRIOT INVESTMENT FUND, L.P. - CLASS A-2Aug 2026 · 2 LPs$10.5MAUM

OAKTREE MIDDLE-MARKET DIRECT LENDING UNLEVERED FUND, L.P.Aug 2026 · 3 LPs$9.7MAUM

OAKTREE STRATEGIC INCOME, LLCAug 2026 · 2 LPs$7.8MAUM

OAKTREE STRATEGIC CREDIT FUND B, L.P.Aug 2026 · 5 LPs$7.5MAUM

OAKTREE PRIVATE INVESTMENT FUND 2010, L.P.Aug 2026 · 95 LPs$6.4MAUM

OAKTREE PRIVATE INVESTMENT FUND 2012, L.P.Aug 2026 · 136 LPs$6.4MAUM

OAKTREE STRATEGIC CREDIT FUND A, L.P.Aug 2026 · 3 LPs$6.2MAUM

HIGHSTAR CAPITAL IV-A, L.P.Aug 2026 · 2 LPs$5.2MAUM

+38 more funds · also operates 7 SPVs, 30 feeders

Source: SEC Form ADV Schedule D and EDGAR Form D filings. AUM is gross asset value as reported by the adviser.